Anic Equity¶
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Total return since start: 0.62 %¶
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Equity now: -----------------------------> 49478.66 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45417.12 Kr¶
PnL: ---------------------------------------> 361.12 Kr¶
DD now: ---------------------------------> -6.856 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 09:09:10.145623'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.420000 | 1660.680000 | 191.680000 | 13.050000 | 1468.999998 |
| Orrön Energy | 180 | 0.040000 | 2203.200000 | 160.200000 | 7.840000 | 2043.000000 |
| Sedana Medical | 93 | -0.210000 | 2656.080000 | 135.080000 | 5.360000 | 2521.000011 |
| VEF | 909 | 0.000000 | 1908.900000 | 58.900000 | 3.180000 | 1850.000436 |
| Atrium Ljungberg B | 5 | -0.350000 | 991.500000 | 56.500000 | 6.040000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | -0.710000 | 1012.800000 | 51.800000 | 5.390000 | 960.999996 |
| Catena | 2 | -1.380000 | 827.200000 | 35.200000 | 4.440000 | 792.000000 |
| JM | 6 | -0.730000 | 895.800000 | 31.800000 | 3.680000 | 864.000000 |
| Hexatronic Group | 12 | -0.430000 | 997.440000 | 30.440000 | 3.150000 | 966.999996 |
| Hoist Finance | 35 | -0.690000 | 1009.750000 | 29.750000 | 3.040000 | 980.000000 |
| Sagax B | 4 | -1.600000 | 882.800000 | 28.800000 | 3.370000 | 854.000000 |
| Sagax A | 4 | -2.230000 | 876.000000 | 22.000000 | 2.580000 | 854.000000 |
| Bilia A | 8 | -0.350000 | 912.800000 | 12.800000 | 1.420000 | 900.000000 |
| Byggmax Group | 33 | -0.540000 | 968.220000 | 12.220000 | 1.280000 | 956.000001 |
| Biotage | 7 | -0.580000 | 952.000000 | 11.000000 | 1.170000 | 940.999997 |
| BioGaia B | 8 | -1.350000 | 937.600000 | 7.600000 | 0.820000 | 930.000000 |
| HEXPOL B | 9 | 0.000000 | 1027.800000 | 6.800000 | 0.670000 | 1020.999996 |
| Gränges | 9 | -0.860000 | 934.200000 | 6.200000 | 0.670000 | 927.999999 |
| Clas Ohlson B | 12 | -0.550000 | 978.600000 | 5.600000 | 0.580000 | 972.999996 |
| AcadeMedia | 8 | 0.100000 | 406.800000 | 4.800000 | 1.190000 | 402.000000 |
| OX2 | 13 | -0.070000 | 954.200000 | 4.200000 | 0.440000 | 949.999999 |
| ASSA ABLOY B | 3 | 0.270000 | 781.800000 | 2.800000 | 0.360000 | 779.000001 |
| EQT | 4 | -1.290000 | 825.600000 | -6.400000 | -0.770000 | 832.000000 |
| Alimak Group | 11 | -0.840000 | 910.800000 | -17.200000 | -1.850000 | 927.999996 |
| Nordic Waterproofing Holding | 7 | -0.590000 | 947.800000 | -19.200000 | -1.990000 | 966.999999 |
| SKF B | 5 | 0.080000 | 919.000000 | -21.000000 | -2.230000 | 940.000000 |
| Creaspac SPAC | 39 | -0.210000 | 3689.400000 | -28.600000 | -0.770000 | 3717.999987 |
| Vitec Software Group B | 2 | -0.090000 | 1058.000000 | -29.000000 | -2.670000 | 1087.000000 |
| Indutrade | 5 | -0.380000 | 1185.500000 | -32.500000 | -2.670000 | 1218.000000 |
| Addnode Group B | 11 | -2.010000 | 883.850000 | -37.150000 | -4.030000 | 921.000003 |
| Latour B | 4 | -0.250000 | 814.000000 | -43.000000 | -5.020000 | 857.000000 |
| Bufab | 3 | -0.800000 | 1042.200000 | -66.800000 | -6.020000 | 1109.000001 |
| Hexagon B | 26 | -1.290000 | 3389.100000 | -71.900000 | -2.080000 | 3461.000010 |
| INVISIO | 16 | -0.220000 | 3608.000000 | -81.000000 | -2.200000 | 3689.000000 |
| BHG Group | 97 | -0.980000 | 1367.700000 | -91.300000 | -6.260000 | 1458.999989 |
| TOTAL | 45417.120000 | 361.120000 | -6.85555% | 45056.000411 |
Updated:¶
'2023-07-05 09:09:26.700696'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
